THE
GOLD STANDARD
THE GOLD
STANDARD
For Great Customer Relationships
Get started with your free trial
Our CRM Services
CRM Consulting
- CRM process consulting: from the design of marketing, sales and customer service digital processes to consulting support until project success.
- CRM project consulting: a strategy for your CRM implementation, revamp, migration or consolidation.
CRM Implementation
End-to-end CRM implementation, leveraging the capabilities of market-leading CRM – Microsoft Dynamics 365 and Salesforce. We cover the entire project scope, including consulting, configuration, customization, migration and integration.
Custom CRM Development
CRM development from scratch Business analysis, end-to-end evolutionary development of CRM software, testing and quality assurance, risk and change management, data migration from legacy CRM or spreadsheets, user training.
CRM Testing
Functionality, integrations, performance, usability, and security testing. Our testing services are aimed at providing you with insights on your CRM functioning and identifying the ways to better your existing solution.
CRM FOR EVERY BUSINESS,
FOR EVERY INDUSTRY
Get real-time reports and insights
- Make smarter business decisions with powerful, real-time analytics
- Measure and manage your organization’s territory-wide sales performance.
- Track key performance indicators, including current trends and future predictions.
Our Features
1.LEADS
Capture all your leads across various channels automatically in our lead management software: Digital or otherwise. Capture leads from social media through call-to-actions, twitter cards, contests, and sweepstakes or capture leads walk-in or on-site with few clicks on any device. Design lead capture form with a personal touch as per your business needs.
2.show and assign section
Capture all your leads across various channels automatically in our lead management software: Digital or otherwise. Capture leads from social media through call-to-actions, twitter cards, contests, and sweepstakes or capture leads walk-in or on-site with few clicks on any device. Design lead capture form with a personal touch as per your business needs.
3.Users and Admin
Fastly maximize your user adoption rate and team productivity. We make sure your CRM is actually being used by your team in accordance with your business goals. User Roles allow you to determine which Users are able to make account level changes, such as adding new Users and creating Custom Fields.
4.Properties and Inventories
InventoryBase team up with Acquaint CRM to improve and develop the property inspection process for hundreds of estate agents. Property management software Acquaint CRM took the initiative to use InventoryBase’s API (Application Program Interface) and integrate InventoryBase into its existing system for its hundreds of estate agents to use on-demand.
5.Reports
Dynamics CRM, now known as Dynamics 365 Customer Engagement, offers a myriad of reports that all businesses should leverage to improve their bottom lines. Although Dynamics CRM offers various reports that provide insights into accounts, campaigns, sales, products, and invoices.
